Calculator

What are the Fees?                                    



Onboarding
(one-time)
Base Fee
Per/Yr
Platform
Fee
BPS Per/Yr
Service
Fee
Per/Par/Yr
Financial
Consultant
BPS Per/Yr
3(16)
Fiduciary
BPS Per/Yr
3(38)
Investment
BPS Per/Yr

Disclosure: Plan fee information is obtained from service providers and provided as a general pricing proposal. Pricing may vary and is not guaranteed. Individual selection of investments fees will depend on investments selected, which range from as low as 2 basis point to average 0.21%. Illustration above does not include the no employer audit fee. Data may not be relied upon to satisfy any regulatory fee disclosure requirements. A detailed pricing proposal should be reviewed carefully prior to making final provider selections. Actual service provider and advisor/consultant fees will be subject to individual contractual terms.

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